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The product

Every screen a builder’s
team actually uses.

Fourteen screens from a sample workspace — pipeline, lead record, quote, unit grid, layout plot map, payments, construction stages, portal, partners and automation — then the numbers behind marketing spend and broker commission.

The application, one screen at a time.

Enquiries248↑ 18%
Site visits64↑ 13%
Bookings21↑ 16%
Collected₹4.8 Cr↑ 15%
Bottleneck: 31 qualified leads without a site visit in 7 days
01 / 14

The owner’s screen

KPIs honest to the selected range, the funnel, and the bottleneck called out.

  1. The owner’s screen: KPIs honest to the selected range, the funnel, and the bottleneck called out.
  2. The pipeline, five ways: Kanban with the workspace’s own stages; the same records as list, compact, swimlane and funnel.
  3. The lead record and its score: Every call, WhatsApp, note and site visit against the lead. Score 0–100 with a written reason.
  4. Cost sheet to branded quote: Area, rate, car park, corpus and GST totalled live; the PDF in your name with bank, UPI and a QR.
  5. Projects and the unit grid: Block / floor / unit board with hold and release — available, held, booked, sold.
  6. The layout drawing, as a clickable plot map: Upload the drawing; plot outlines are marked by your team or proposed by AI, and a person checks every one before approval. Hold a plot for a named lead.
  7. Bookings, receipts and the statement: Milestone template editable per workspace; numbered receipts; GST and TDS on every payment.
  8. The stage, and the demand it moves: Stages with % complete, the date reached and photographs. The demand is dated from evidence.
  9. The customer’s own screens: Dues, bank and UPI details, receipts, documents, and the same construction timeline staff see.
  10. After the booking, someone owns it: RM dashboard: roster, milestones due, documents still to collect.
  11. What the portals actually cost: Spend → leads → visits → bookings → revenue by source, with cost per lead and per booking.
  12. Partners, and money released as collected: Registry with firm, RERA number and rate; a referral link and a partner portal each.
  13. Your brand, your people: Logo, colours, sign-in copy, workspace address, your own email and WhatsApp sender. Eight roles plus custom roles.
  14. Automation, and the record of everything: Trigger on the pipeline → wait → nudge, task, reassign or score. Append-only audit trail underneath.
Sales intelligence

See where your
property sales stand.

Enquiries, site visits, conversions, bookings and revenue — measured across every project and sales executive.

248
Enquiries
↑ 18.4%
64
Site Visits
↑ 12.7%
38
Conversions
↑ 9.3%
21
Bookings
↑ 16.2%
₹4.82Cr
Revenue
↑ 14.8%

Monthly bookings

Bookings and pipeline value, last six months

Jan
Feb
Mar
Apr
May
Jun
BookingsPipeline value

Marketing spend and source ROI

Spend → leads → site visits → bookings, by source

Website form₹1.5 L → 7 leads → 3 bookings
Per lead ₹21,429Per booking ₹50,000
99acres₹2.4 L → 41 leads → 2 bookings
Per lead ₹5,854Per booking ₹1.2 L
MagicBricks₹1.8 L → 29 leads → 1 booking
Per lead ₹6,207Per booking ₹1.8 L
Walk-in— → 12 leads → 2 bookings
Per lead —Per booking —

A lead is attributed only when exactly one campaign matches its source and dates. A dash means “no spend recorded” — never “free”. Illustrative figures from a test workspace.

Channel partners

Commission released
as the customer pays.

A broker registry, a referral link per partner, and a commission that accrues at conversion, is approved by a person, and is released only against money collected.

  • Registry with RERA number

    Firm, RERA registration and commission rate per partner. A rate above 10% is refused as a typo, not clamped.

  • Referral links and attribution

    One link per partner; the first claim wins. A partner portal gives the broker their own view of leads and payouts.

  • Approved by a person, then released

    Accrued at conversion as a snapshot, approved by a manager, and released as receipts come in — with TDS recorded like every other deduction.

  • Money is never un-approved

    A commission with a payout against it cannot be cancelled. A cancellation must carry a reason, and it stays in the audit trail.

Sri Balaji RealtyRERA TN/29/Agent/0412 · 2% commission
Approved
Booking value
₹1.45 Cr
Earned at conversion
₹2.90 L
Releasable now
₹1.16 L
Paid out · TDS recorded
₹0.58 L
Releasable commission= earned × collected ÷ booking value

Illustrative figures.

Against a generic CRM

Built around how
property is sold.

A general-purpose CRM ends at “deal won”. Property sales continue for another eighteen months — through construction, collections and handover.

AreaGeneric CRM (Zoho, Freshsales, sheets)ZevroCRM
PipelineCustom fields and manual stage setupResidential, JV and custom-construction ready; stages editable
InventoryNot modelledUnits, holds, a visual block / floor / unit grid
PricingPer userFlat per workspace; quoted on enquiry
LayoutsAn attachment on a recordUpload a layout drawing, get a clickable plot map with holds
After “deal won”StopsConstruction stages, demands, receipts, statement, handover
TaxNoneGST and TDS on every payment and commission
CustomerNo loginPortal: dues, receipts, documents, progress, tickets
BrokersA contact typeReferral links, attribution, commission released on collection
MarketingA source fieldCampaign spend → cost per lead and per booking
Lead captureZapier or a CSV99acres, MagicBricks, Housing.com, IndiaMART and JustDial land on their own; Facebook and Instagram lead forms too, set up with our team
PhoneA tel: linkClick-to-call with a call log; Exotel bridging with recording
MobileA browser tabInstallable app with push alerts; calendar feed for Google or Outlook
CollectionsBank transferRazorpay payment link per milestone; receipt recorded on payment
IntegrationsMarketplace add-onsSigned webhooks for Zapier, Make, n8n or your website
DataShared multi-tenant tablesOwn database per client
Product questions

What it does,
and what it doesn’t.

Straight answers on scope: what is in the product today.

How is ZevroCRM different from a general-purpose CRM?

A generic CRM stops at “deal won”. ZevroCRM continues through what happens next in property sales: unit inventory with holds, the cost sheet and branded quote, the booking, payment milestones with numbered receipts and GST/TDS, construction stages that date the payment demands, a customer portal, channel-partner commissions released as money is collected, and the handover. A generic CRM has to be bent into that shape with custom fields.

How does ZevroCRM handle payments after the booking?

Each booking carries a payment schedule seeded from your workspace template. Every payment gets a numbered receipt with GST and TDS recorded, and the statement of account shows paid, due and balance. Construction stages — with % complete, the date reached and photographs — set the due date of the linked demand as “date reached plus grace days”, so a demand is raised against evidence rather than a spreadsheet date. Money already paid is never re-dated.

Which lead sources can ZevroCRM capture?

ZevroCRM captures leads automatically from 99acres, MagicBricks, Housing.com, IndiaMART, JustDial, Facebook and Instagram lead forms (set up with our team), your website form and chatbot, and any other system through a generic webhook. WhatsApp, YouTube, Google Ads, Google Business, phone, walk-in, referral, broker and email enquiries are entered by the team and tracked the same way. Each enquiry is matched by phone against open enquiries so a buyer is not chased twice, a returning buyer goes back to the executive who handled them before, and every lead is tagged by project and budget and routed to the right relationship manager automatically. Campaign spend is recorded per source, so the report shows cost per lead and cost per booking rather than a share of enquiries.

Can ZevroCRM answer buyers on our website?

Yes — ZevroCRM includes an AI website chatbot that goes on your site with one line of script and answers buyers about the projects you choose to show — location, configurations, sizes, status, RERA and whether units are available. It never quotes prices or names your staff. When a buyer shares their number, the conversation is saved as a new lead and routed by your assignment rules. It is available on every plan and switched on with our team.

Can ZevroCRM reply to new leads on WhatsApp automatically?

Yes, as early access. ZevroCRM’s AI Lead Desk greets each new portal, ad and website lead on WhatsApp within a minute, answers questions about the project, books the site visit and hands the conversation to your team when a person is needed. It quotes prices only as they stand in your inventory and passes any negotiation or discount to your team. It runs on your workspace’s own WhatsApp number and is set up by arrangement with our team.

Can we ask ZevroCRM questions about our sales numbers?

Yes. ZevroCRM’s AI analyst answers questions such as “which source gave us the most bookings this quarter?” in plain words, from any screen. Each answer is checked against the figures it quotes before it is shown, and buyers’ personal details are masked before any AI call.

Can we import our existing leads?

Yes. ZevroCRM supports CSV import, and we help map your columns to the right fields before your team starts using the workspace, so nothing is lost from the spreadsheet you are moving off.

Can ZevroCRM turn a layout drawing into a plot map?

Yes. With the Master plan module, a manager uploads a project’s layout drawing (PNG, JPG, WebP, or a PDF page saved as an image), and the plot outlines are marked by your team or proposed by AI. A person checks every outline before it is approved, and the approved drawing becomes a clickable 2D availability map where a plot can be held for a named lead. It is available on our top plan and set up per workspace.

Does ZevroCRM work on mobile?

Yes. ZevroCRM installs on Android, iPhone and desktop as an app straight from the browser, with no app store, and sends push alerts when a lead is assigned, a follow-up is overdue or a milestone is due. Visits, follow-ups and payment dates also appear in Google Calendar or Outlook through a personal calendar feed. There is no separate app-store listing today.

Can our customers pay online?

Yes. With the Online payments module, a relationship manager sends a Razorpay payment link for any milestone from the customer’s booking; the customer pays by UPI, card or netbanking and the receipt is recorded against the milestone automatically. Money settles into your own Razorpay account — ZevroCRM never holds it.

Does ZevroCRM connect to Zapier or our own systems?

Yes. With the Webhooks module, ZevroCRM sends signed JSON to Zapier, Make, n8n, a Google Sheet or your own website the moment a lead is created, changes stage, is won or lost, a booking is made, a payment is received, a site visit is scheduled or a ticket is raised — with retries and a delivery log. Portals and ad platforms push leads in the other direction through per-portal URLs.

How your data is kept · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.

Get started

Let’s talk about
your property sales.

Tell us a little about your team and projects. We’ll show you exactly how ZevroCRM fits your sales workflow — from first enquiry to final booking.

  • A 30-minute personalised walkthrough
  • See it set up with your own projects
  • Or ask for a free 1-week trial workspace — mention it in your message
  • Guidance on moving off spreadsheets
  • No obligation — we reply within a day

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